336 North Gay Street (Auburn - Downtown Branch)
Education Background: Auburn Montgomery, BSBA- Finance and Accounting
Registrations (held through LPL Financial): Series 7 and 66
Insurance Licenses (held through through LPL Financial): Life and Health
Background in Financial Industry:I have worked in the financial services industry since 2008. I was excited to join the MAX Wealth Management team in 2015.
I currently serve on the Junior Executive Board for the American Cancer Society. I am looking forward to continuing to connect in the Lee County community.
What makes MAX Wealth Management a smart solution for clients and potential clients?
Now more than ever, Americans are realizing that their cash will not stretch as far as it used to. MAX Wealth Management has solutions to address that problem. Whether clients are preparing for retirement or planning how to pay for college for a loved one, MAX Wealth Management team members will listen to clients’ needs and tailor a personalized plan that will make sure that their money is working as hard for them as they worked for it.
What is your style when helping a client?
I am a firm believer that there is a difference in “serving” vs “selling”. I believe that if you are truly “serving” a client then there aren’t sales pitches. There are only solutions. I believe that by taking the time to get to know my clients personally, I am better equipped to gather a true understanding of their financial goals. Once I have an understanding of what is truly important to my clients, I can work to provide solutions that will enable them to get to where they want to go.
Why should a potential client choose to work with MAX Wealth Management?
MAX Wealth Management helps make the complex simple. We have more information being thrown at us from all directions than any point in human history, whether we want it or not. While more information is truly a great thing, it can be equally confusing. MAX Wealth Management provides a single point of contact to simplify the process. Instead of running all over town, MAX Wealth Management can cut through the “noise” and help you consolidate your IRA, 401(k), stocks, bonds, variable/fixed annuities, mutual funds, and life insurance planning. Add this to the services MAX already provides, and it makes life much simpler.